AOT mulls speeding up Bt130b mega projects under new CEO, including expansion at Suvarnabhumi airport’s terminal, southside aero logistic park, Chiangmai 1st phase and Phuket airport 2nd phase.

Comment: Mulls? Wtf are these donkey kongs doing up there, Thailand is going to be overflowing with mainlanders and indians within the next 12 months.

HUMAN is expected to report solid turnaround 4Q from contribution of recently acquired Indonesia based HR tech, DataOn, and recovery demand for HR outsourcing services from corporate clients in hotel, F&B and retail sector, Tabloid

Comment: Plus a good YoY comp due to it’s more recent M&A.

LEO established rail logistic subsidiary, Lane Xang Express, to expand arm length to Laos, China and neighboring countries.

Comment: LEO, WICE, III – these are the logistic co’s that are going to benefitting from this new market trend.

PIMO sets 5-10% revenue growth target this year from Bt1.2b in FY22, on higher orders from Australia in specialized motor, and expected EV motor contract in 1Q23.

Comment: The EV manufacturing story has been delayed for years, will it finally happen?

STARK sets Bt28b -Bt31b revenue target for 2022-24, 15-18% EBITDA margin or BtBt4.5-Bt5.8b p.a., focusing on medium to extra high voltage wires to capitalize on high demand in TH and VN.

Comment: Great little rebound after its cancelled M&A, so did the management unofficially buy shares?

SUPER reported cod of 16mw solar farm in Aranyaprathet, Sa Kaeo Province, lifts total capacity to 247mw.

SVT targets 15% FY23 revenue growth from larger vending machines network yoy, recovery traffic from surging international travelers, sets Bt200m capex to add 500 machines to 8k units by end of year.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.